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Caterpillar
CAT

Overview Fund Activity

2,860 hedge funds and large institutions have $107B invested in Caterpillar in 2025 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 1,165 increasing their positions, 1,106 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,860
Holders Change
-105
Holders Change %
-3.54%
% of All Funds
38.85%
Holding in Top 10
38
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-35.59%
% of All Funds
0.52%
New
148
Increased
1,165
Reduced
1,106
Closed
196
Calls
$2.44B
Puts
$2.19B
Net Calls
+$250M
Net Calls Change
+$791M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$484M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$450M
3
AS
Altshuler Shaham
Israel
+$330M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$268M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.75B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$926M
3
Ameriprise
Ameriprise
Minnesota
-$214M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$196M
5
Amundi
Amundi
France
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIP
1851
Reliant Investment Partners
North Carolina
$551K – – –
SFO
1852
Stokes Family Office
Louisiana
$550K +$16.5K +50 +3%
HCM
1853
Hilton Capital Management
New York
$548K -$1.69M -5,120 -75%
WFI
1854
West Family Investments
California
$548K -$5.94K -18 -1%
DI
1855
Disciplined Investors
Texas
$548K +$330 +1 +0.1%
RCA
1856
Ranch Capital Advisors
Florida
$547K +$660 +2 +0.1%
SPF
1857
South Plains Financial
Texas
$547K -$660 -2 -0.1%
USB
1858
Union Savings Bank
Connecticut
$546K – – –
GAM
1859
Gould Asset Management
California
$546K – – –
CPW
1860
Cove Private Wealth
New York
$546K +$80.8K +245 +17%
CS
1861
Capital Square
Tennessee
$545K -$48.8K -148 -8%
CA
1862
Cornerstone Advisory
Maryland
$545K -$18K -56 -3%
CBB
1863
Citizens Business Bank
California
$545K +$358K +1,084 +191%
AI
1864
AXS Investments
New York
$545K +$22.4K +68 +4%
RIA
1865
Regal Investment Advisors
Michigan
$544K -$429K -1,302 -44%
WPW
1866
Warther Private Wealth
Ohio
$542K +$103K +313 +24%
FFG
1867
Frisch Financial Group
New York
$541K +$57.7K +175 +12%
ARG
1868
Advisory Resource Group
Oklahoma
$540K -$11.9K -36 -2%
LSWP
1869
Liberty Square Wealth Partners
Pennsylvania
$540K +$29.7K +90 +6%
CHA
1870
Cooper/Haims Advisors
New York
$539K +$330 +1 +0.1%
FA
1871
Fiduciary Alliance
South Carolina
$538K -$37.3K -113 -6%
RFA
1872
ROI Financial Advisors
Oregon
$537K +$250K +759 +87%
NRC
1873
New Republic Capital
North Carolina
$537K +$16.2K +49 +3%
DWM
1874
Diversify Wealth Management
Utah
$536K -$76.6K -249 -13%
WA
1875
Wealth Alliance
New York
$536K -$2.64K -8 -0.5%
73 74
75
76 77